WSIF Equity Long-Short Fund - Direct Plan

AMC: THEWEALTHCOMPANY_SIF Moderate Risk Equity Equity Long-Short

📊 Quick Summary Of This Page

WSIF Equity Long-Short Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹10,000
Minimum SIP
0.39%
Expense Ratio
Mr. Chinmay Sathe
Fund Manager
Growth
Plan Type
15 Apr 2026
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

WSIF Equity Long-Short Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Equity Long-Short funds is 0.00% .

The largest portfolio holding is NET RECEIVABLE PAYABLE with a portfolio weight of 15.36% .

Holdings Insights

The fund currently owns more than 29 stocks.

The top 10 holdings account for 45.63% of total assets.

Based on portfolio allocation, this fund appears moderately concentrated compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A N/A
2 Year Return N/A N/A
3 Year Return N/A N/A
4 Year Return N/A N/A
5 Year Return N/A N/A
6 Year Return N/A N/A
7 Year Return N/A N/A
Expense Ratio 0.39% -
NAV History
Fund Information

AMC: THEWEALTHCOMPANY_SIF

Category: Equity • Equity Long-Short

Launch Date: 15 Apr 2026

Fund Manager: Mr. Chinmay Sathe

Minimum Purchase: ₹100,000

Exit Load:

Lock-in: 1

Risk: Moderate Risk

About This Fund

WSIF Equity Long-Short Fund - Direct Plan is managed by THEWEALTHCOMPANY_SIF and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

WSIF Equity Long-Short Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of WSIF Equity Long-Short Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

WSIF Equity Long-Short Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in WSIF Equity Long-Short Fund - Direct Plan, based on the latest portfolio data.

WSIF Equity Long-Short Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of WSIF Equity Long-Short Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

WSIF Equity Long-Short Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

WSIF Equity Long-Short Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

WSIF Equity Long-Short Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, WSIF Equity Long-Short Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

WSIF Equity Long-Short Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing WSIF Equity Long-Short Fund - Direct Plan and making investment decisions.

Yes, WSIF Equity Long-Short Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

WSIF Equity Long-Short Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of WSIF Equity Long-Short Fund - Direct Plan to estimate returns and wealth creation over different time periods.